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Retirement Taxes Declassified - Hosted by Brian Baacke & Karin Bothelo
Note: This webinar is part of a multi-session recurring webinar:
Retirement Taxes Declassified - Hosted by Brian Baacke & Karin Bothelo.
About This Webinar
The Rising-Tax Risk in Retirement
Eliminate the Silent Partner in Your Retirement, the IRS, & Gain Control of Your Taxes In Retirement
It’s easier to save $10,000 in taxes in retirement than it is to generate $10,000 more in retirement income. Have you addressed your tax strategy for retirement or will the IRS get more than their fair share?
Agenda
- How Biden’s proposed tax plan and Congress’ multitrillion-dollar infrastructure and welfare bills may impact your retirement.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
- Strategies to help you avoid “401k and IRA tax pitfalls.”
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- And MUCH more!
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Founder, President & Financial Advisor FEP Volunteer Educator
Brian has been serving the people of Florida with his life and health insurance licenses since 2002. In addition, Brian is securities and advisory registered. He is a lifetime member of The Corporation for Long-Term Care Certification (CLTC) since 2005 and has been working with, employer groups and associations offering Group Medicare Supplements. Brian has received extensive training on income maximization and Social Security strategies, and uses his knowledge daily to help clients maximize their lifetime benefits. Because of Brian’s exceptional professional knowledge, strict ethical conduct and outstanding client service, Brian has qualified as a top producer with the Premier Association for Financial Professionals®, the Million Dollar Round Table, multiple times. Brian is a graduate of Purdue University and is excited to see how he can apply his talents to your unique situation.
Financial Advisor & Licensed Insurance Agent, FEP Volunteer Educator
Karin is a fully licensed life and health insurance agent, as well as a registered rep and investment advisor representative in Florida. Her certifications include a finance degree from the University of South Florida, a Certified Employee Benefits Specialist designation from the Wharton School of the University of Pennsylvania and a Series 7 and Series 66 certification from the Financial Industry Regulatory Authority and the North American Securities Administrators Association, all of which allow her to offer highly personalized and comprehensive retirement income plans to her clients through the use of securities- and insurance-based products.
Karin began her career in the finance industry by focusing on retirement income planning, and spent 11 years working in employee benefits with a focus on self-insured health plans and retirement. Karin is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your future.
Karin began her career in the finance industry by focusing on retirement income planning, and spent 11 years working in employee benefits with a focus on self-insured health plans and retirement. Karin is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your future.
Attended
(7)
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